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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,124 | $131,835-91.6% | $108,582-89.8% | $273,972-95.9% |
| Participation rate | 30.0% | 83.5%-53.5pp | 79.6%-49.6pp | 83.0%-53.0pp |
| Annual return | 8.38% | -91.57%+100.0pp | -51.70%+60.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,793 | $5,127-65.0% | $4,311-58.4% | $5,287-66.1% |
| Admin fee / account holder | $60 | $10,253-99.4% | $7,645-99.2% | $10,133-99.4% |